Q4 2018 Holdings
Filed 2019-02-04 | 6 holdings | $208.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Oracle Corp(ORCL) | COM | 68389X105 | $40.1K | 895,300 | 19.2% |
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $39.2K | 874,138 | 18.8% |
| Danaher Corp del(DHR) | COM | 235851102 | $36.0K | 353,244 | 17.2% |
| Procter and Gamble Co(PG) | COM | 742718109 | $34.6K | 379,000 | 16.6% |
| Perspecta Inc(PRSP) | COM | 715347100 | $31.1K | 1,907,128 | 14.9% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $27.5K | 462,000 | 13.2% |